Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ogilvy Mather Profit Sharing Retirement and 401(k) Plan Tactical Asset Allocation Moderate | NA | 34.85% | 12.49% | 10.80% | 7.48% | 6.69% | 7.30% | 7.66% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ogilvy Mather Profit Sharing Retirement and 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.67 | 34.85 | 12.49 | 10.80 | 7.48 | 6.69 | 7.30 | 7.66 | NA | 22.86 | 27.64 | -10.35 | 8.10 | 9.15 | 11.73 | -1.94 | 8.45 | 3.88 | 0.46 | 3.20 | 12.78 | 8.02 | -8.24 | 7.96 | 16.34 | -2.72 | 12.90 | 12.32 | 5.62 | 9.93 | 16.50 | 3.81 | 6.54 |
| Sharpe Ratio | NA | 2.38 | 0.87 | 0.82 | 0.73 | NA | NA | 0.82 | 0.10 | 2.20 | 3.29 | -0.80 | 0.81 | 1.00 | 2.09 | -0.44 | 1.62 | 0.89 | 0.09 | 0.53 | 1.84 | 1.41 | -0.83 | 0.73 | 2.13 | -0.92 | 1.00 | 1.20 | 0.56 | 1.30 | 3.27 | 0.73 | 1.16 |
| Standard Deviation(%) | NA | 7.36 | 10.31 | 10.00 | 8.01 | NA | NA | 7.47 | 6.42 | 7.40 | 7.11 | 14.61 | 10.03 | 8.88 | 4.94 | 7.33 | 4.81 | 4.10 | 4.81 | 5.99 | 6.93 | 5.65 | 10.01 | 10.77 | 7.63 | 3.97 | 9.92 | 7.57 | 6.17 | 6.90 | 4.84 | 3.72 | 3.66 |
| Draw Down(%) | NA | 4.32 | 17.16 | 18.42 | 18.42 | NA | NA | 18.42 | 0.43 | 4.32 | 3.09 | 18.42 | 7.84 | 10.37 | 3.11 | 8.18 | 3.48 | 3.18 | 5.75 | 5.57 | 5.30 | 4.95 | 13.41 | 8.91 | 3.76 | 6.31 | 7.94 | 9.41 | 4.79 | 6.70 | 3.09 | 3.85 | 2.77 |
| Yield(%) | NA | 16.91 | 11.77 | 9.01 | 6.06 | NA | NA | 5.33 | NA | 5.36 | 15.90 | 7.22 | 5.71 | 5.33 | 5.16 | 2.61 | 0.44 | 5.67 | 1.22 | 5.36 | 8.40 | 4.14 | 1.05 | 3.76 | 5.45 | 2.82 | 6.49 | 6.44 | 4.39 | 4.46 | 3.40 | 5.24 | 6.65 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ogilvy Mather Profit Sharing Retirement and 401(k) Plan Tactical Asset Allocation Moderate |
-0.23%
Sep 2019 - Sep 2022 |
1.10%
Sep 2017 - Sep 2022 |
3.60%
Sep 2012 - Sep 2022 |
3.69%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ogilvy Mather Profit Sharing Retirement and 401(k) Plan Tactical Asset Allocation Moderate |
14.45%
Nov 2021 - Nov 2024 |
12.31%
Oct 2002 - Oct 2007 |
9.21%
Apr 2001 - Apr 2011 |
7.23%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart